Institutional Ownership American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,255
shares
|
$462,244
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,174
shares
|
$456,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
6,091
shares
|
$450,124
0.15% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,320
shares
|
$393,148
0.04% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,250
shares
|
$387,975
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
5,215
shares
|
$385,388
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,017
shares
|
$370,756
0.02% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
4,785
shares
|
$353,611
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,168
shares
|
$308,015
0.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,064
shares
|
$300,329
0.0% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
4,044
shares
|
$298,851
0.15% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
3,952
shares
|
$292,052
0.06% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
3,890
shares
|
$287,471
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,543
shares
|
$261,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,328
shares
|
$245,939
0.0% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
2,458
shares
|
$181,646
0.07% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
2,284
shares
|
$168,787
0.06% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,160
shares
|
$159,624
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
2,059
shares
|
$152,160
0.05% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,919
shares
|
$141,814
0.0% of portfolio
|
Q3 2025
Added 38.36%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,540
shares
|
$113,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,006
shares
|
$74,343
0.03% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
934
shares
|
$69,022
0.04% of portfolio
|
Q2 2025
Reduced 42.52%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
859
shares
|
$63,480
0.03% of portfolio
|
Q1 2025
Added 58.78%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
607
shares
|
$44,857
0.02% of portfolio
|
Q2 2025
Added 61.87%
|
|